Allianz Global Investors Managed Accounts LLC (New York)


Allianz Global Investors Managed Accounts LLC is a large advisory firm based in New York. It manages $13.7 billion of regulatory assets for 13,174 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Allianz Global Investors Managed Accounts provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment model delivery services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allianz Global Investors Managed Accounts: assets under management

The assets under management (AUM) of Allianz Global Investors Managed Accounts LLC is $13.7 billion. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.28 billion in discretionary accounts and $9.42 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.57 billion.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allianz Global Investors Managed Accounts LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 28 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allianz Paclife Partners Llc General partner and unitholder 1 May 2000 25% - 50% 33-0915825
Adam U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Global Investors Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Inc. Allianz Of America Member 1 May 2000 75% - 100% 13-2883190
Allianz Aktiengesellschaft Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Global Investors U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Societas Europaea Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Se Stockholder 1 May 2000 75% - 100% 98-0122343
Allianz Global Investors Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Asset Management Of America L.P. Member 1 Jul 2001 75% - 100% 06-1349805
Allianz Global Investors Of America Llc Unitholder 1 Jan 2002 75% - 100% 06-1605361
Allianz Global Investors Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Global Investors Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 00-0000000
Allianz Aktiengesellschaft Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Societas Europaea Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Se Stockholder 1 Jan 2003 75% - 100% 98-0122343
Allianz Asset Management Of America Holdings Inc. Managing member 1 Jan 2003 Other 43-1993556
Allianz Asset Management Aktiengesellschaft Sole stockholder 1 Jan 2003 75% - 100% 98-0443854
Allianz Argos 6 Vermogensverwaltungsgesellschaft Mbh Stockholder 1 Jun 2005 25% - 50% 00-0000000
Allianz Aktiengesellschaft Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Allianz Finanzbeteiligungs Gmbh Sole stockholder 1 Jun 2005 75% - 100% 00-0000000
Allianz Societas Europaea Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Allianz Se Sole stockholder 1 Jun 2005 75% - 100% 98-0122343
Az Argos 6 Vermoegensverwaltungsgesellschaft Mbh Stockholder 1 Jun 2005 25% - 50% 00-0000000
Allianz Global Investors Of America Llc General partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Global Investors U.S. Holding Llc Limited partner 1 Dec 2009 25% - 50% 95-1079000
Allianz Asset Management Of America Llc Partner 1 Dec 2009 75% - 100% 06-1605361
Allianz Finanzbeteiligungs Gmbh Stockholder 1 Aug 2010 25% - 50% 00-0000000

Based in New York

The principal office where Allianz Global Investors Managed Accounts LLC performs its advisory services is located at 1633 Broadway, New York, NY 10019 The mailing address of the firm is 680 Newport Center Drive, Newport Beach, CA 92660. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 739-3000 or by fax (212) 739-3948. The normal business hours are 9:00am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at www.allianzinvestors.com.